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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
601
Phillips Wealth Planners
Mississippi
$215K -$10.1K -116 -5%
MSAM
602
Moloney Securities Asset Management
Missouri
$214K – – –
CP
603
Covenant Partners
Tennessee
$213K -$28.4K -327 -12%
TIA
604
Tiemann Investment Advisors
California
$213K – – –
NP
605
NorthRock Partners
Minnesota
$213K +$207K +2,380 New
SCA
606
Snowden Capital Advisors
New York
$212K +$206K +2,369 New
KCM
607
Kathmere Capital Management
Pennsylvania
$210K +$204K +2,348 New
TAM
608
Tocqueville Asset Management
New York
$208K – – –
VC
609
Vicus Capital
Pennsylvania
$208K -$3.99K -46 -2%
TIA
610
Trust Investment Advisors
Indiana
$208K +$202K +2,323 New
NS
611
NBC Securities
Alabama
$206K – – –
TFA
612
Trinity Financial Advisors
Ohio
$204K +$198K +2,277 New
SP
613
Systematic Portfolios
New York
$203K +$197K +2,266 New
ST
614
Smithfield Trust
Pennsylvania
$194K – – –
GM
615
GeoWealth Management
Illinois
$193K +$38.2K +440 +26%
AA
616
AlphaCentric Advisors
Puerto Rico
$183K +$178K +2,049 New
PA
617
Parallel Advisors
California
$163K +$1.22K +14 +0.8%
VIA
618
Virtus Investment Advisers
Connecticut
$154K -$77.8K -896 -34%
S
619
SignatureFD
Georgia
$137K -$14.8K -171 -10%
AAP
620
Arax Advisory Partners
Colorado
$137K +$131K +1,510 +7,550%
FHA
621
First Horizon Advisors
Tennessee
$132K +$17.7K +204 +16%
TCOV
622
Trust Company of Vermont
Vermont
$125K – – –
BEI
623
Benjamin Edwards Inc
Missouri
$119K -$36.7K -423 -24%
PD
624
Point72 (DIFC)
United Arab Emirates
$117K +$114K +1,308 New
GEA
625
Glen Eagle Advisors
New Jersey
$112K – – –
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